Overview
- The iPhone Duo sold out within hours of launch and many new orders now show delivery windows into January because available inventory cannot meet demand.
- Apple executives have told investors the device remains supply-constrained even as the production ramp is making progress and the company works to ship more units.
- A very small share of early iPhone Duo units have shown display problems around the hinge, and Apple is offering replacement devices to affected customers.
- Retail and carrier partners have taken customer-facing steps to ease delays, with at least one carrier issuing gift cards to impacted buyers as Apple strengthens ties with suppliers like Perryman for parts.
- Apple faces wider component-cost pressure from rising storage-chip prices tied to AI demand, a factor the company says is affecting costs and has led it to raise prices on some products.